Monthly
Keep your agency automations sharp as carriers and tools evolve
Insurance technology changes constantly. An Automation Retainer keeps your agency's systems updated, optimized, and expanding so you stay ahead of carrier changes, tool updates, and growing client expectations.
What this looks like
What we build
Updating automations when carrier portals or APIs change
Optimizing email sequences based on open and response rates
Building new automations as your agency adds lines or staff
Quarterly strategy calls to plan the next wave of improvements
Results
What you can expect
Zero downtime when carriers update their systems
Communication effectiveness improving month over month
New capabilities added as your agency grows
Strategic roadmap for continuous automation expansion
Real results
"We automated 80% of routine customer emails for a Fort Collins insurance agency, recovering 12 hours per week."
90% faster response times
Read the full case study →
The engagement
What the engagement looks like
Timeline
Monthly
Support included
Continuous
What's included
- Custom build
- Full documentation
- Team training
- Integration with your tools
Ready to automate?
Let's talk about Automation Retainer for Insurance Agencies.